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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,433 | $72,269-82.8% | $101,271-87.7% | $79,852-84.4% |
| Participation rate | 64.1% | 68.5%-4.4pp | 75.8%-11.7pp | 69.6%-5.5pp |
| Annual return | 13.30% | 22.29%-9.0pp | 46.48%-33.2pp | 31.72%-18.4pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,384 | $3,282-57.8% | $4,371-68.3% | $3,740-63.0% |
| Admin fee / account holder | $1,553 | $4,401-64.7% | $5,948-73.9% | $5,306-70.7% |